There are a few situations where you might want to reassign a Contact to a different Company:
The Contact has changed companies. You are aware of either the new work email, the new company name, personal email or you may simply know that contact has changed companies but not have any other details
The email address you have is a personal email address (e.g. an @gmail.com email address), but you would like to associate the Contact's relationship and activity with a certain Company.
You have created a Company Hierarchy, and want to move a Contact to a different company within that hierarchy.
Each of these situations works slightly differently within Nexl, so read on (or jump to the relevant section below) to learn how to reassign a contact for your specific use case.
Reassign a Contact by updating their current company
The way Nexl works is all tied to email addresses and website URLs. Nexl automatically associates a Contact with a Company if that Contact's email address domain (e.g. "@nexl.io") matches the Company's website URL.
Since that association is automatic, when a Contact is using a work email address, it's not possible to update the Company a Contact is associated with using regular Contact detail fields—you need to update the Contact's email to their new email address.
Using new email to update company of contact:
Using company name to update company of contact:
Using a personal email to update company of contact. Once you know the company name of the contact:
Notify others that contact has changed company even when you don't know the new company details
Assign a Contact with a personal email address to a Company
Unlike Contacts created out of work email addresses, contacts with personal email addresses (like @gmail.com) are not automatically associated with a Company. You can however use the same Update Current Company feature to assign a Contact with a personal email address to a Company
Move a Contact to a different Company within a Company Hierarchy
1. From the Company Hierarchy, select the Company that the Contact is currently associated with.
2. Click the checkbox(es) next to the name(s) of the Contacts you want to move.
3. When one or more checkboxes are selected, a set of actions will appear at the top of the list. Select 'Move Contacts in Hierarchy'.
4. Search for and select the Company you wish to move the Contact(s) to.
5. Click the MOVE CONTACTS button.
